LEGACY planning

Once a client is free from debt, has proper insurance coverage, and their investments are being efficiently managed they are able to step into the legacy part of their journey. This is where all of the hard work pays off and our clients get to live and give like no one else because they have lived like no one else. We can advise on:

Wills 

Living trusts

Charitable remainder trusts

Charitable gift annuities

Donor advised funds

Charitable lead trusts